Search for a Charge Schedule Template

Use the following procedure to search for a charge schedule template:

1.  From the Financial Transactions section of the Setup menu, select Billing > Charge/Proration Templates. The Charge Schedule Templates page is displayed.

2.  Click  Show Search Criteria.

3.  In the Search Criteria fields, enter any or all of the following information:

•      Name: Enter the name of a charge schedule template.

•      Asset Type: Select the asset type associated with a charge schedule template.

•      Schedule Type: Select the schedule type associated with a charge schedule template.

•      Term: Select the term associated with a charge schedule template.

•      Active: Select one of the following options from the drop-down menu.

o  Select All to search for both active and inactive charge schedule templates.

o  Select Active to only search for active charge schedule templates.

o  Select Not Active to only search for inactive charge schedule templates.

4.  Click  Search. Search results will be displayed in the List of Charge Schedule Templates grid.